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Inactive

Thomas R. Oakley

Cookson Peirce Wealth Management

Pittsburgh, PA

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Current Employers
Cookson Peirce Wealth Management

530 William Penn Place, Pittsburgh, PA 15219 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-07-07
  • PA RA
    APPROVED
    Since 2023-07-07

Branch Locations

530 William Penn Place, Pittsburgh, PA 15219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Assured Partners Buffalo NY 01/2022 03/2023
New York Institute Of Technology New York NY 06/2021 12/2022
Cooksonpeirce Pittsburgh PA 04/2023 Present
New York Institute Of Technology New York NY 09/2020 12/2021
St. John Fisher College Rochester NY 09/2016 07/2020
  • 01/2022 → 03/2023
    Assured Partners
    Buffalo, NY
  • 06/2021 → 12/2022
    New York Institute Of Technology
    New York, NY
  • 04/2023 → Present
    Cooksonpeirce
    Pittsburgh, PA
  • 09/2020 → 12/2021
    New York Institute Of Technology
    New York, NY
  • 09/2016 → 07/2020
    St. John Fisher College
    Rochester, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07

View on SEC IAPD

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LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
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WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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